A VC roundtable and a stream of big AI financings/maersheds illustrate a fed‑to‑the‑gills AI frenzy, with mega-rounds, outsized valuations, and evolving regulatory scrutiny around compute leases and ARR reporting.
CVS Health Ventures leads a $40M round into H1, a data-centric healthcare SaaS, showing profitable data providers can still attract strategic capital even as AI hype cools.
Corgi raises $106M for a $2.6B valuation just three weeks after a $160M Series B at $1.3B, prompting questions about back-to-back rounds and markups.
Corgi raises a $160M Series B led by TCV at a $1.3B valuation, four months after a $108M Series A, bringing total funding to $268M and establishing YC unicorn status.
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